TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Transfers and Re-Registration industry group (TRIG)

Other publications:
Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form


APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines

Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

ISA Key Facts
19 March - London

28 March - Edinburgh

2 May - London

9 May - Edinburgh

16 May - Edinburgh

23 May

30 May - Edinburgh

TISA Press Releases
'Response to Collective Defined Contributions announcement'
'UK homeowners carrying mortgage debt into retirement'
'TeX reaction to FCA Platforms Report'
'TISA supports consultation on maturing Child Trust Funds'

Please see here

ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 15/03/19, details circulated 12/3 at 11.10am.

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.